See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $959,348 | $158,817+504.1% | $121,196+691.6% | $135,375+608.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.68% | -0.64%-7.0pp | 16.93%-24.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $22,868 | $5,665+303.7% | $4,022+468.6% | $4,779+378.5% |
| Participant deferral / active EE | $20,500 | $4,005+411.9% | $3,344+512.9% | $5,609+265.5% |
| Admin fee / account holder | $6,048 | $6,512-7.1% | $5,019+20.5% | $10,827-44.1% |